+145.0%
SBUX vs RMD
+347.3%
-202.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | -0.3% |
| 7D | +1.6% | +2.1% | -0.5% | +0.9% |
| 30D | +14.8% | +2.1% | +12.7% | +13.9% |
| 3M | -0.8% | +6.2% | -7.0% | -3.0% |
| 6M | +2.2% | +19.4% | -17.2% | -4.2% |
| YTD | +29.5% | +0.5% | +28.9% | +27.7% |
| 1Y | +27.0% | -3.9% | +31.0% | +27.2% |
| 3Y | +10.9% | +72.5% | -61.6% | -11.1% |
| 5Y | +7.4% | -1.5% | +8.9% | +2.0% |
| All | +145.0% | +347.3% | -202.4% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling